Dean Lyman
CFP®, CCFC
Your Financial Partnership
Owner, Financial Advisor
Dean Lyman
CFP®, CCFC
Your Financial Partnership
Owner, Financial Advisor
As a fee-only financial planner, my focus is to guide families in achieving their life goals. I specialize in helping you navigate the challenge of college funding for your children. - Dean Lyman, CFP®, CCFC
Fee-Only financial planner located in Lees Summit, MO, serving clients locally and across the country
Dean Lyman is a Lees Summit, MO fee-only financial planner. Your Financial Partnership provides comprehensive and objective financial planning, college planning, and portfolio management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Dilworth Lyman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couples should have the benefit of sound financial advice – especially in those times when you have questions, like sending a child off to college. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money and college by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial advice through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements.
I have over 20 years of experience working with clients and their finances. I am a Certified Financial Planner ™ which means I’ve passed the rigorous educational and testing requirements as well as required ongoing training to keep me current. I am also a Certified College Financial Counselor . With my expertise, I can help you with college planning, retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and much more.
On a personal note, I live in the Midwest, but I meet clients throughout the US using the magic of technology. My wife and I have five children that keep us on our toes. Our family likes to do activities in the outdoors and travel.
If you’d like to talk to me about planning for you as a family, please set up a FREE conversation with me so you can get that financial peace of mind you deserve through our partnership.
Dean Lyman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Founded in 2018, after over 20 years of experience in the financial industry, Your Financial Partnership is here to help you understand the financial world we live in. Assisted by qualified Certified Financial Planner certificants, you will find we are ready and able to guide you to your ultimate goals in life.
Call us and get a COMPLIMENTARY 30-minute discussion today!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- College Education Planning
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Families Preparing for College
- Growing Families
- Business Owners and Executives
- Novice Investors
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Dean Lyman is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Dean Lyman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Dean Lyman is a Certified College Financial Consultant (CCFC)The American Institute of Certified College Financial Consultants (AICCFC) is an organization that was created to offer educational training to CPAs and Financial Planners who wish to learn how they can advise their clients effectively in the areas of college and student loan advising. The AICCFC is the issuer of the premiere designation in college and student loan advising, the Certified College Financial Consultant (CCFC) designation.
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Dean Lyman is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Dean Lyman
Office Locations:
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By Appointment
Lees Summit, MO 64081
